Probably not too many! At least publicly traded in the US.
x-US. Until someone actually licenses it for Europe i would say zero. They've been talking about that for a few years, it gets stale hearing about it.
On the rare disease their plan is to establish proof of concept and either kill the program or outlicense to someone bigger. It seems reasonable to me so long as the next set of data provides partners what they would need to decide.
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